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Harold Evensky: The Questions You Should Ask Your Financial Advisor

April 5, 2013

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Harold Evensky: Afraid of Outliving Your Retirement Savings?

April 5, 2013

We talk about a strategy to make your retirement portfolio last with one of the most respected financial planners in the country. We have a rare interview with Harold Evensky, President of the fee-only financial advisory firm, Evensky & Katz. Evensky has been recognized as a top financial advisor by numerous publications, held leadership positions on many professional financial industry boards, writes financial columns and papers and is the author of several books including Wealth Management.

Harold Evensky Transcript 4/05/2013 #941

April 5, 2013

CONSUELO MACK: This week on WEALTHTRACK, award winning financial planner Harold Evensky is on a crusade to protect retirees’ lifestyles, nest eggs and portfolios through their golden years. Strategies for maintaining your retirement castle are next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Question: what is the […]

Premium: Harold Evensky

April 3, 2013

Afraid of Outliving Your Retirement Savings? You are not alone! Recently we learned some distressing news about the state of retirement finances from the acknowledged experts in the field, the Employee Benefit Research Institute. EBRI, as it is called, released its 23rd annual “Retirement Confidence Survey” which gauges the views and attitudes of both working-age […]


April 3, 2013

Payouts are still much higher than what you can get on long term U.S. treasuries. Mary Beth Franklin recommends pre-retirees check out deferred income annuities: you pay a lump sum to the insurance company and you determine the date future payments begin.

Robert Shiller: Expert on Market Bubbles Weighs in on Housing, Stocks and Bonds

March 29, 2013

Why is renowned Yale economist, Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market “dangerous”? Financial Thought Leader and visionary Robert Shiller shares his views and advice on the stock, bond and housing markets.


Robert Shiller: A Different Perspective on Financial Institutions

March 29, 2013

In his latest book, Finance and the Good Society, Yale professor and economist Robert Shiller advocates for more financial innovation and more financial products. He explains why. [bliptv id=”hsM9g5DJRwA”] Robert Shiller’s Financial Markets class can be found on Open Yale courses

Robert Shiller Transcript 3/29/2013 #940

March 29, 2013

CONSUELO MACK: This week on WEALTHTRACK, what does visionary Yale economist Robert Shiller who predicted the bursting of the tech and housing bubbles, think about stock and home prices now? And why does the author of Irrational Exuberance think bonds are dangerous? Answers from Robert Shiller are next on Consuelo Mack WEALTHTRACK.   Hello and […]

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